What does Oakmont Advisory Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Oakmont Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$13M22K13.4%

DIMENSIONAL ETF TRUST

$5M76K5.5%

VANGUARD TAX-MANAGED FDS

$4M66K4.3%

VANGUARD INTL EQUITY INDEX F

$4M69K3.8%

INVESCO QQQ TR

$4M6K3.6%

ISHARES TR

$3M65K3.4%

DIMENSIONAL ETF TRUST

$3M38K2.8%

VANGUARD SCOTTSDALE FDS

$2M28K2.4%

VANGUARD SPECIALIZED FUNDS

$2M10K2.1%

VANGUARD BD INDEX FDS

$2M24K1.8%

Filing history loading…